Associate Financial Advisor: Grow Clients & Planning

Edward Jones; Greeley (CO); On-site; USD 65,000 - 105,000; Full time

Job summary

Edward Jones is hiring an Associate Financial Advisor to partner with the practice team and deliver personalized financial strategies and exceptional client service. You’ll collaborate with one or more financial advisors to source new clients and manage relationships.

The role emphasizes building trust, presenting suitable investment plans, and helping clients achieve their goals through ongoing planning and reviews. Training and licensing support are provided as part of growth at Edward Jones.

Qualifications

• Bachelor’s degree or equivalent professional experience in financial services or related field
• Experience in sales, business development, or client relationship management
• Self-motivation and goal-oriented
• Clear, confident communication that simplifies complex concepts
• Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing sponsored by Edward Jones

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering financial information
• Support comprehensive financial planning by analyzing scenarios and aligning investments with goals
• Guide portfolio strategy by researching performance and costs, and preparing proposals
• Partner with the advisor and team to deliver ongoing financial planning and reviews
• Contribute to growth through outreach, referrals, and community engagement

Skills

Relationship building

Sales experience

Interpersonal communication

Self-motivation

Clear communication

Education

Bachelor's degree or equivalent experience

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is hiring an Associate Financial Advisor to partner with the practice team and deliver personalized financial strategies and exceptional client service. You’ll collaborate with one or more financial advisors to source new clients and manage relationships.

The role emphasizes building trust, presenting suitable investment plans, and helping clients achieve their goals through ongoing planning and reviews. Training and licensing support are provided as part of growth at Edward Jones.